Financial
Picking Winners In The Current Market Environment
Adding A New Source Of Alpha We added a new source of alpha to our security selection process at the end of May, one that put Tesla (TSLA) and other winners in our top ten names. Here, I explain what it is, and how to find it. Let’s begin by looking at our top ten […]
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Read MoreHudson Structured’s reinsurance & ILS assets surpass $2.6bn
Hudson Structured Capital Management Ltd., the insurance-linked securities (ILS), reinsurance- and transportation- focused investment manager, has increased its reinsurance and ILS AuM by roughly 30% in 2020 so far, lifting it to more than $2.6 billion at December 1st. Firm-wide, including the transportation related investments strategy managed by Hudson Structured, commitments and assets under management…
Read MoreCatastrophe bond spreads back at their highest since 2012/13
Artemis’ data on the catastrophe bond market shows that excess spreads, so the return available above expected loss, of new issuance so far in 2020 is now back at levels last seen in 2012/13. The market for catastrophe bonds and related insurance-linked securities (ILS) has already broken records in 2020, with more set to fall.…
Read MoreCapital markets use to increase, as US P&C carriers look for capacity: KBRA
Use of the capital markets and insurance-linked securities (ILS) solutions to source reinsurance capacity may increase in the wake of 2020, as property and casualty insurers in the United States come to terms with another expensive year on the severe weather and catastrophe front, Kroll Bond Rating Agency (KBRA) believes. Not only has the U.S.…
Read MoreJan 2021 renewals to be lengthier & more complex: Guy Carpenter
The upcoming January 2021 reinsurance renewals are expected to be lengthier and more complex, as a range of factors play into negotiations, according to reinsurance broker Guy Carpenter. While new capital is entering the market, rates are increasing and on the investment side asset values have recovered to a degree, the expectation is that uncertainty…
Read MoreForeman takes up retrocession broking lead role at Lockton Re
Well-known London market retrocession focused broker Matt Foreman has now joined Lockton Re as its new Head of the Non Marine Retrocession and Property Specialty Division. Lockton Re, the reinsurance broking arm of the privately held and independent intermediary, hired Foreman as the company starts to build-out a new retro practice, as this publication previously…
Read MoreThe GRS Holiday Gift Guide
Every year at about this time, I start getting questions by email and social media — and even in Real Life: “Do you have any personal-finance or money-related gift ideas?” I know how tempting it can be to choose gifts that encourage smart financial choices. You look at the poor decisions your brother or sister…
Read MoreBoth Parties Are Getting Closer To A Covid Stimulus Deal
Commenting on a future Covid-19 stimulus deal today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The steep drop towards the end of the session shows that stocks could be vulnerable to negative catalysts following November’s lofty gains. Even though the S&P 500 and the Nasdaq both hit […]
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Read MoreBosnia And Herzegovina Ends Subsidies For Small Hydropower Projects
In Response to Global Call to Protect Europe’s Last Wild Rivers, Federation of Bosnia and Herzegovina Ends Subsidies for Small Hydropower Projects Q3 2020 hedge fund letters, conferences and more New Measure Will Help Deter the Destruction of Critically Important Rivers and Wildlife Blog: The Special Species Under Threat in the Balkans Blog: The Fight […]
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